401k Plan data: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN plan

AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 401k Plan overview

Plan Name	AEP ALABAMA UNION EMPLOYEES' PENSION PLAN
Plan identification number	005

AEP ALABAMA UNION EMPLOYEES' PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AEP INDUSTRIES INC. has sponsored the creation of one or more 401k plans.

Company Name: AEP INDUSTRIES INC.

Employer identification number (EIN): 221916107

NAIC Classification: 326100

Additional information about AEP INDUSTRIES INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2075663

More information about AEP INDUSTRIES INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AEP ALABAMA UNION EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2014-11-01 PAUL J. BRENNAN
005 2013-11-01 PAUL J. BRENNAN
005 2012-11-01 PAUL J. BRENNAN
005 2011-11-01 PAUL J. BRENNAN

Plan id#	Filing Submission Date	Name of Administrator
005	2014-11-01	PAUL J. BRENNAN
005	2013-11-01	PAUL J. BRENNAN
005	2012-11-01	PAUL J. BRENNAN
005	2011-11-01	PAUL J. BRENNAN

Plan Statistics for AEP ALABAMA UNION EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for AEP ALABAMA UNION EMPLOYEES' PENSION PLAN

Measure Date Value
2014: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 288
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 238
Number of retired or separated participants receiving benefits 2014-11-01 1
Number of other retired or separated participants entitled to future benefits 2014-11-01 18
Total of all active and inactive participants 2014-11-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 356
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 256
Number of retired or separated participants receiving benefits 2013-11-01 1
Number of other retired or separated participants entitled to future benefits 2013-11-01 31
Total of all active and inactive participants 2013-11-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 3
2012: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 364
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 325
Number of retired or separated participants receiving benefits 2012-11-01 1
Number of other retired or separated participants entitled to future benefits 2012-11-01 30
Total of all active and inactive participants 2012-11-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 8
2011: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 389
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 327
Number of retired or separated participants receiving benefits 2011-11-01 1
Number of other retired or separated participants entitled to future benefits 2011-11-01 36
Total of all active and inactive participants 2011-11-01 364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 12

Measure	Date	Value
2014: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	288
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	238
Number of retired or separated participants receiving benefits	2014-11-01	1
Number of other retired or separated participants entitled to future benefits	2014-11-01	18
Total of all active and inactive participants	2014-11-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	356
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	256
Number of retired or separated participants receiving benefits	2013-11-01	1
Number of other retired or separated participants entitled to future benefits	2013-11-01	31
Total of all active and inactive participants	2013-11-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	3
2012: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	364
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	325
Number of retired or separated participants receiving benefits	2012-11-01	1
Number of other retired or separated participants entitled to future benefits	2012-11-01	30
Total of all active and inactive participants	2012-11-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	8
2011: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	389
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	327
Number of retired or separated participants receiving benefits	2011-11-01	1
Number of other retired or separated participants entitled to future benefits	2011-11-01	36
Total of all active and inactive participants	2011-11-01	364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	12

Financial Data on AEP ALABAMA UNION EMPLOYEES' PENSION PLAN

Measure	Date	Value
2015 : AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-10-31	$-34,451
Total unrealized appreciation/depreciation of assets	2015-10-31	$-34,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-10-31	$10,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-10-31	$8,300
Total income from all sources (including contributions)	2015-10-31	$235,881
Total loss/gain on sale of assets	2015-10-31	$-3,918
Total of all expenses incurred	2015-10-31	$313,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-10-31	$259,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-10-31	$238,964
Value of total assets at end of year	2015-10-31	$1,252,714
Value of total assets at beginning of year	2015-10-31	$1,328,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-10-31	$54,560
Total interest from all sources	2015-10-31	$15,138
Total dividends received (eg from common stock, registered investment company shares)	2015-10-31	$19,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-10-31	No
Administrative expenses professional fees incurred	2015-10-31	$8,500
Was this plan covered by a fidelity bond	2015-10-31	Yes
Value of fidelity bond cover	2015-10-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-10-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-10-31	$5,905
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-10-31	$5,533
Other income not declared elsewhere	2015-10-31	$181
Administrative expenses (other) incurred	2015-10-31	$27,902
Liabilities. Value of operating payables at end of year	2015-10-31	$10,667
Liabilities. Value of operating payables at beginning of year	2015-10-31	$8,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-10-31	No
Value of net income/loss	2015-10-31	$-77,869
Value of net assets at end of year (total assets less liabilities)	2015-10-31	$1,242,047
Value of net assets at beginning of year (total assets less liabilities)	2015-10-31	$1,319,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-10-31	No
Were any leases to which the plan was party in default or uncollectible	2015-10-31	No
Investment advisory and management fees	2015-10-31	$9,396
Income. Interest from corporate debt instruments	2015-10-31	$15,082
Value of interest in common/collective trusts at end of year	2015-10-31	$25,727
Value of interest in common/collective trusts at beginning of year	2015-10-31	$19,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-10-31	$56
Asset value of US Government securities at beginning of year	2015-10-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-10-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-10-31	No
Has the plan failed to provide any benefit when due under the plan	2015-10-31	No
Contributions received in cash from employer	2015-10-31	$238,964
Employer contributions (assets) at end of year	2015-10-31	$177,084
Employer contributions (assets) at beginning of year	2015-10-31	$132,510
Income. Dividends from common stock	2015-10-31	$19,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-10-31	$259,190
Asset. Corporate debt instrument preferred debt at end of year	2015-10-31	$245,491
Asset. Corporate debt instrument preferred debt at beginning of year	2015-10-31	$247,927
Asset. Corporate debt instrument debt (other) at end of year	2015-10-31	$130,626
Asset. Corporate debt instrument debt (other) at beginning of year	2015-10-31	$102,550
Contract administrator fees	2015-10-31	$8,762
Assets. Corporate common stocks other than exployer securities at end of year	2015-10-31	$667,881
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-10-31	$820,376
Did the plan have assets held for investment	2015-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-10-31	No
Aggregate proceeds on sale of assets	2015-10-31	$580,590
Aggregate carrying amount (costs) on sale of assets	2015-10-31	$584,508
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-10-31	Disclaimer
Accountancy firm name	2015-10-31	RUCCI, BARDARO & FALZONE, P.C.
Accountancy firm EIN	2015-10-31	043141926
2014 : AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-10-31	$65,646
Total unrealized appreciation/depreciation of assets	2014-10-31	$65,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-10-31	$8,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-10-31	$5,610
Total income from all sources (including contributions)	2014-10-31	$280,006
Total loss/gain on sale of assets	2014-10-31	$44,066
Total of all expenses incurred	2014-10-31	$484,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-10-31	$428,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-10-31	$132,510
Value of total assets at end of year	2014-10-31	$1,328,216
Value of total assets at beginning of year	2014-10-31	$1,530,144
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-10-31	$55,956
Total interest from all sources	2014-10-31	$17,169
Total dividends received (eg from common stock, registered investment company shares)	2014-10-31	$20,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-10-31	No
Administrative expenses professional fees incurred	2014-10-31	$16,300
Was this plan covered by a fidelity bond	2014-10-31	Yes
Value of fidelity bond cover	2014-10-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-10-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-10-31	$5,533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-10-31	$6,881
Administrative expenses (other) incurred	2014-10-31	$17,432
Liabilities. Value of operating payables at end of year	2014-10-31	$8,300
Liabilities. Value of operating payables at beginning of year	2014-10-31	$5,610
Total non interest bearing cash at beginning of year	2014-10-31	$23,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-10-31	No
Value of net income/loss	2014-10-31	$-204,618
Value of net assets at end of year (total assets less liabilities)	2014-10-31	$1,319,916
Value of net assets at beginning of year (total assets less liabilities)	2014-10-31	$1,524,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-10-31	No
Were any leases to which the plan was party in default or uncollectible	2014-10-31	No
Investment advisory and management fees	2014-10-31	$8,829
Income. Interest from US Government securities	2014-10-31	$649
Income. Interest from corporate debt instruments	2014-10-31	$16,448
Value of interest in common/collective trusts at end of year	2014-10-31	$19,320
Value of interest in common/collective trusts at beginning of year	2014-10-31	$54,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-10-31	$72
Asset value of US Government securities at end of year	2014-10-31	$0
Asset value of US Government securities at beginning of year	2014-10-31	$59,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-10-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-10-31	No
Has the plan failed to provide any benefit when due under the plan	2014-10-31	No
Contributions received in cash from employer	2014-10-31	$132,510
Employer contributions (assets) at end of year	2014-10-31	$132,510
Employer contributions (assets) at beginning of year	2014-10-31	$150,570
Income. Dividends from common stock	2014-10-31	$20,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-10-31	$428,668
Asset. Corporate debt instrument preferred debt at end of year	2014-10-31	$247,927
Asset. Corporate debt instrument preferred debt at beginning of year	2014-10-31	$283,694
Asset. Corporate debt instrument debt (other) at end of year	2014-10-31	$102,550
Asset. Corporate debt instrument debt (other) at beginning of year	2014-10-31	$99,371
Contract administrator fees	2014-10-31	$13,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-10-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-10-31	$820,376
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-10-31	$851,695
Did the plan have assets held for investment	2014-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-10-31	No
Aggregate proceeds on sale of assets	2014-10-31	$1,091,483
Aggregate carrying amount (costs) on sale of assets	2014-10-31	$1,047,417
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-10-31	Disclaimer
Accountancy firm name	2014-10-31	RUCCI, BARDARO & FALZONE, P.C.
Accountancy firm EIN	2014-10-31	043141926
2013 : AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-10-31	$82,730
Total unrealized appreciation/depreciation of assets	2013-10-31	$82,730
Total transfer of assets to this plan	2013-10-31	$0
Total transfer of assets from this plan	2013-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-10-31	$5,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-10-31	$5,750
Total income from all sources (including contributions)	2013-10-31	$333,175
Total loss/gain on sale of assets	2013-10-31	$61,311
Total of all expenses incurred	2013-10-31	$379,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-10-31	$345,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-10-31	$150,570
Value of total assets at end of year	2013-10-31	$1,530,144
Value of total assets at beginning of year	2013-10-31	$1,576,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-10-31	$33,065
Total interest from all sources	2013-10-31	$19,382
Total dividends received (eg from common stock, registered investment company shares)	2013-10-31	$19,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-10-31	No
Was this plan covered by a fidelity bond	2013-10-31	Yes
Value of fidelity bond cover	2013-10-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-10-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-10-31	$6,881
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-10-31	$6,827
Administrative expenses (other) incurred	2013-10-31	$24,148
Liabilities. Value of operating payables at end of year	2013-10-31	$5,610
Liabilities. Value of operating payables at beginning of year	2013-10-31	$5,750
Total non interest bearing cash at end of year	2013-10-31	$23,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-10-31	No
Value of net income/loss	2013-10-31	$-45,869
Value of net assets at end of year (total assets less liabilities)	2013-10-31	$1,524,534
Value of net assets at beginning of year (total assets less liabilities)	2013-10-31	$1,570,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-10-31	No
Were any leases to which the plan was party in default or uncollectible	2013-10-31	No
Investment advisory and management fees	2013-10-31	$8,917
Interest earned on other investments	2013-10-31	$163
Income. Interest from US Government securities	2013-10-31	$963
Income. Interest from corporate debt instruments	2013-10-31	$18,011
Value of interest in common/collective trusts at end of year	2013-10-31	$54,714
Value of interest in common/collective trusts at beginning of year	2013-10-31	$88,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-10-31	$245
Asset value of US Government securities at end of year	2013-10-31	$59,759
Asset value of US Government securities at beginning of year	2013-10-31	$177,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-10-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-10-31	No
Has the plan failed to provide any benefit when due under the plan	2013-10-31	No
Contributions received in cash from employer	2013-10-31	$150,570
Employer contributions (assets) at end of year	2013-10-31	$150,570
Employer contributions (assets) at beginning of year	2013-10-31	$312,640
Income. Dividends from common stock	2013-10-31	$19,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-10-31	$345,979
Asset. Corporate debt instrument preferred debt at end of year	2013-10-31	$283,694
Asset. Corporate debt instrument preferred debt at beginning of year	2013-10-31	$273,641
Asset. Corporate debt instrument debt (other) at end of year	2013-10-31	$99,371
Asset. Corporate debt instrument debt (other) at beginning of year	2013-10-31	$116,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-10-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-10-31	$851,695
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-10-31	$600,828
Did the plan have assets held for investment	2013-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-10-31	No
Aggregate proceeds on sale of assets	2013-10-31	$1,377,323
Aggregate carrying amount (costs) on sale of assets	2013-10-31	$1,316,012
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-10-31	Disclaimer
Accountancy firm name	2013-10-31	RUCCI, BARDARO & FALZONE, P.C.
Accountancy firm EIN	2013-10-31	043141926
2012 : AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-10-31	$138,081
Total unrealized appreciation/depreciation of assets	2012-10-31	$138,081
Total transfer of assets to this plan	2012-10-31	$492
Total transfer of assets from this plan	2012-10-31	$24,936
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-10-31	$12,636
Total income from all sources (including contributions)	2012-10-31	$504,776
Total loss/gain on sale of assets	2012-10-31	$18,446
Total of all expenses incurred	2012-10-31	$188,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-10-31	$149,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-10-31	$312,640
Value of total assets at end of year	2012-10-31	$1,576,153
Value of total assets at beginning of year	2012-10-31	$1,296,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-10-31	$38,245
Total interest from all sources	2012-10-31	$19,624
Total dividends received (eg from common stock, registered investment company shares)	2012-10-31	$15,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-10-31	No
Administrative expenses professional fees incurred	2012-10-31	$4,250
Was this plan covered by a fidelity bond	2012-10-31	Yes
Value of fidelity bond cover	2012-10-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-10-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-10-31	$6,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-10-31	$6,557
Administrative expenses (other) incurred	2012-10-31	$16,198
Liabilities. Value of operating payables at end of year	2012-10-31	$5,750
Liabilities. Value of operating payables at beginning of year	2012-10-31	$12,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-31	No
Value of net income/loss	2012-10-31	$316,595
Value of net assets at end of year (total assets less liabilities)	2012-10-31	$1,576,153
Value of net assets at beginning of year (total assets less liabilities)	2012-10-31	$1,284,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-10-31	No
Were any leases to which the plan was party in default or uncollectible	2012-10-31	No
Investment advisory and management fees	2012-10-31	$17,797
Income. Interest from US Government securities	2012-10-31	$2,558
Income. Interest from corporate debt instruments	2012-10-31	$16,898
Value of interest in common/collective trusts at end of year	2012-10-31	$88,327
Value of interest in common/collective trusts at beginning of year	2012-10-31	$34,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-10-31	$168
Asset value of US Government securities at end of year	2012-10-31	$177,828
Asset value of US Government securities at beginning of year	2012-10-31	$163,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-10-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-10-31	No
Has the plan failed to provide any benefit when due under the plan	2012-10-31	No
Contributions received in cash from employer	2012-10-31	$312,640
Employer contributions (assets) at end of year	2012-10-31	$312,640
Employer contributions (assets) at beginning of year	2012-10-31	$219,441
Income. Dividends from common stock	2012-10-31	$15,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-10-31	$149,936
Asset. Corporate debt instrument preferred debt at end of year	2012-10-31	$389,703
Asset. Corporate debt instrument preferred debt at beginning of year	2012-10-31	$252,254
Asset. Corporate debt instrument debt (other) at end of year	2012-10-31	$116,062
Asset. Corporate debt instrument debt (other) at beginning of year	2012-10-31	$84,441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-10-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-10-31	$600,828
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-10-31	$535,815
Did the plan have assets held for investment	2012-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-10-31	No
Aggregate proceeds on sale of assets	2012-10-31	$508,280
Aggregate carrying amount (costs) on sale of assets	2012-10-31	$489,834
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-10-31	Disclaimer
Accountancy firm name	2012-10-31	RUCCI, BARDARO & FALZONE, P.C.
Accountancy firm EIN	2012-10-31	043141926
2011 : AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-10-31	$16,664
Total unrealized appreciation/depreciation of assets	2011-10-31	$16,664
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-10-31	$12,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-10-31	$51,326
Total income from all sources (including contributions)	2011-10-31	$316,985
Total loss/gain on sale of assets	2011-10-31	$10,480
Total of all expenses incurred	2011-10-31	$197,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-10-31	$175,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-10-31	$255,658
Value of total assets at end of year	2011-10-31	$1,296,638
Value of total assets at beginning of year	2011-10-31	$1,215,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-10-31	$21,831
Total interest from all sources	2011-10-31	$22,165
Total dividends received (eg from common stock, registered investment company shares)	2011-10-31	$12,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-10-31	No
Administrative expenses professional fees incurred	2011-10-31	$5,750
Was this plan covered by a fidelity bond	2011-10-31	Yes
Value of fidelity bond cover	2011-10-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-10-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-10-31	$6,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-10-31	$5,151
Administrative expenses (other) incurred	2011-10-31	$10
Liabilities. Value of operating payables at end of year	2011-10-31	$12,636
Liabilities. Value of operating payables at beginning of year	2011-10-31	$51,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-10-31	No
Value of net income/loss	2011-10-31	$119,969
Value of net assets at end of year (total assets less liabilities)	2011-10-31	$1,284,002
Value of net assets at beginning of year (total assets less liabilities)	2011-10-31	$1,164,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-10-31	No
Were any leases to which the plan was party in default or uncollectible	2011-10-31	No
Investment advisory and management fees	2011-10-31	$16,071
Interest earned on other investments	2011-10-31	$4,686
Income. Interest from US Government securities	2011-10-31	$2,319
Income. Interest from corporate debt instruments	2011-10-31	$15,009
Value of interest in common/collective trusts at end of year	2011-10-31	$34,848
Value of interest in common/collective trusts at beginning of year	2011-10-31	$48,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-10-31	$151
Asset value of US Government securities at end of year	2011-10-31	$163,282
Asset value of US Government securities at beginning of year	2011-10-31	$149,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-10-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-10-31	No
Has the plan failed to provide any benefit when due under the plan	2011-10-31	No
Contributions received in cash from employer	2011-10-31	$255,658
Employer contributions (assets) at end of year	2011-10-31	$219,441
Employer contributions (assets) at beginning of year	2011-10-31	$220,674
Income. Dividends from common stock	2011-10-31	$12,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-10-31	$175,185
Asset. Corporate debt instrument preferred debt at end of year	2011-10-31	$252,254
Asset. Corporate debt instrument preferred debt at beginning of year	2011-10-31	$252,115
Asset. Corporate debt instrument debt (other) at end of year	2011-10-31	$84,441
Asset. Corporate debt instrument debt (other) at beginning of year	2011-10-31	$29,943
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-10-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-10-31	$535,815
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-10-31	$509,901
Did the plan have assets held for investment	2011-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-10-31	No
Aggregate proceeds on sale of assets	2011-10-31	$622,490
Aggregate carrying amount (costs) on sale of assets	2011-10-31	$612,010
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-10-31	Disclaimer
Accountancy firm name	2011-10-31	RUCCI, BARDARO & BARRETT P.C.
Accountancy firm EIN	2011-10-31	043141926

Form 5500 Responses for AEP ALABAMA UNION EMPLOYEES' PENSION PLAN

2014: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	Yes
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: AEP ALABAMA UNION EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	Yes
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes

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AEP ALABAMA UNION EMPLOYEES' PENSION PLAN [EIN = 352184293]

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Company Name:	AEP INDUSTRIES INC.
Employer identification number (EIN):	221916107
NAIC Classification:	326100

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2075663